Colorado Financial Planning Exemptions

• Retirement Accounts Exemption: 100%
• Homestead Exemption: $75,000 if occupied by homeowner or homeowner's family or $150,000 if occupied by elderly person 60 years or older or disabled owner.
• Life Insurance Exemption: 100% paid upon death of the insured to designated beneficiary.
• Annuity (Non-IRA/ERISA) Cash Value Exemption: 100% ERISA only

DISCLAIMER: These codes may not be the most current version. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.

Yes, You Can Lose Everything!

You may think that your wealth is safe and that you don't need protection. But don't delude yourself and accept reality — for every 60 minutes you spend making money, spend 60 seconds thinking about how to protect it!